Group List and Creating a Group

A table of all your groups + a form for creating a new group. For automatic groups, the rule builder is also here.

Where to find: Left menu → Customer Groups Who it's for: Anyone who creates, edits and deletes customer groups In short: A table of all your groups + a form for creating a new group. For automatic groups, the rule builder is also here.

List table — columns

Column	What does it show?
(Checkbox)	Selects the row.
Group Name	The group's name. Clickable — clicking it goes to the group's detail.
Type	Manual or Automatic.
Member Count	How many customers are in the group.
Status	Active (green) / Inactive (gray).
Creation Date	When the group was created.
Actions	⋮ → View / Edit / Delete.

At the top there is a search box ("Search...", searches in the group name) and on the right a Create Group button.

Row actions

Option	What does it do?
View	Opens the group's detail page (statistics + members).
Edit	Opens the form to change the group's information.
Delete	Deletes the group. Confirmation: "... group will be deleted. This action cannot be undone."

Creating a new group — step by step

Click the Create Group button at the top right. A panel opens from the right ("Create a new customer group.").
Fill in the following fields:

Field	What is entered?	Required?
Group Name	The group's name. E.g. "VIP Customers".	(if empty "Group name is required")
Description	An optional short note.
Group Type	Manual or Automatic. (Selected only when creating.)

If you chose Manual: there are no other settings; click Save. You add members manually later from the detail page.
If you chose Automatic: the rule builder below opens; set up the rules and click Save.

Group Type cannot be changed later. When editing a group, the type selection does not appear. If you chose the wrong type, you need to delete the group and create it again.

Automatic group — rule builder

An automatic group automatically includes customers matching the rules. You set up the rules in the "Conditions" section. Its description: "Define the conditions customers must meet to be included in this group."

What does a rule consist of?

Each rule consists of three parts: Field + Operator + Value.

Read it like a sentence:

[Total Spending] [Greater Than] [1000] → "Those whose total spending is more than 1000"

1. Field (what to look at?)

Selected from a dropdown list. Options:

Field	Meaning
Total Orders	The total number of orders the customer placed.
Total Spending	The total money the customer spent.
Avg. Order Amount	The average basket amount (total spending ÷ number of orders).
Last Order Date	When they last placed an order.
First Order Date	When their first order was.

2. Operator (how to compare?)

The operators change based on the field you selected:

For number fields (Total Orders, Total Spending, Avg. Order Amount):

Operator	Meaning
Equals	Exactly equal to this.
Does Not Equal	Not equal to this.
Greater Than	More than this.
Greater Than or Equal	This or more.
Less Than	Less than this.
Less Than or Equal	This or less.

For date fields (Last/First Order Date): in addition to the above there is "Within the Last X Days" — e.g. to mean "placed an order within the last 30 days" you enter 30 in the Value.

3. Value (what is the threshold?)

You enter the number to compare (e.g. 1000, 5, 30).

Multiple rules: AND / OR

If you add more than one rule, you choose how they combine (on the right of the Conditions section):

Mode	Meaning
AND	The customer must meet all rules (all of them must be true at once).
OR	It is enough for the customer to meet any one rule.

Adding / removing a rule

The Add Condition button adds a new rule row.
You delete a rule with the X on the right of each rule.
There must be at least one rule; you cannot delete the last rule.

Worked example: "VIP Customers" group

Goal: customers who "placed at least 5 orders and spent more than 1000₺ in total".

Create Group → Name: "VIP Customers", Type: Automatic.
Choose the combination mode AND.
Rule 1: Field = Total Orders, Operator = Greater Than or Equal, Value = 5.
Add Condition → Rule 2: Field = Total Spending, Operator = Greater Than, Value = 1000.
Save.

Now all customers meeting both of these conditions automatically enter the "VIP Customers" group.

Saving and messages

Press the Save button (it shows "Saving…").
Success: "Group created" / "Group updated".
Error: "Saving failed".

Pagination and empty state

Rows per page: 10, 20, 30... (default 10) + page arrows.
If there are no groups: "No customer groups yet" + "Create your first group to divide your customers into segments." + Create Group button.

Frequently asked questions

Should I choose Manual or Automatic? If you want to manage members by hand (a fixed, small list) Manual; if you want it to fill and empty automatically based on a condition Automatic.

Can I later change the members of an automatic group by hand? No. In an automatic group, members are determined by the rules; you cannot add and remove them by hand (see Customer Group Detail).

I saved the rule but the members didn't appear. The rules of automatic groups must be evaluated; you can re-run them with Evaluate Rules on the detail page.

Group List and Creating a Group

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